Ellen CurreyCRD Number: 6761329
Current Firm: Fidelity Personal And Workplace Advisors
Ellen Currey (CRD# 6761329) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Germantown, TN and has over 4 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
First Horizon Advisors, Inc.
Lpl Financial LLC
|Fidelity Investments||Germantown, TN||Mar 2020 - Current||1|
|Unemployed||Memphis, TN||Jul 2019 - Mar 2020||< 1|
|Fidelity Investments||Germantown, TN||Jul 2018 - Jul 2019||1|
|Fidelity Investments||Germantown, TN||Feb 2017 - Jul 2018||1|
|Unemployed||Memphis, TN||Oct 2016 - Feb 2017||< 1|
|Kraftcpas||Nashville, TN||Dec 2014 - Oct 2016||1|
|University Of Tennessee||Knoxville, TN||Aug 2014 - Dec 2014||< 1|
|Kraftcpas||Nashville, TN||May 2014 - Aug 2014||< 1|
|University Of Tennessee||Knoxville, TN||Aug 2013 - May 2014||< 1|
|Fidelity Investments||Knoxville, TN||May 2013 - Dec 2013||< 1|
|University Of Tennessee||Knoxville, TN||Dec 2012 - May 2013||< 1|
|Stein Mart||Brentwood, TN||May 2008 - Dec 2012||4|
|University Of Tennessee||Knoxville, TN||May 2012 - Aug 2012||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2017|
|S66||NASAA Uniform Combined State Law Examination||Jan 2019|
Total Assets Under Management566,242MILLIONS
Total Number of Accounts1,216,586ACCOUNTS
Average Account Value$465,435
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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